Marital Status:?
If you are married, we will include your spouse in all projections.
Your gender may impact projected life expectancy.
Retirement State:?
Some costs may vary from state to state.
Current Age:?
This is required so all projections accurately reflect your retirement time horizon.
Projected Annual Gross Household Income In Retirement:?
Medicare is a means tested program, so you may incur surcharges depending on your income.
Health Status:?
(Select all that apply. You do not have to select one if none apply)
Certain health conditions can impact projected life expectancy and Medicare costs.


Current Household Income:?
Use the slider to estimate the annual income you (and your spouse, if applicable) currently receive.
Total Value of 401(k), 403(b), 457(b), and IRA:?
Use the slider to estimate the value of your investments (among those listed).
Total Value of All Other Investments:?
Use the slider to estimate the value of all of your other investments.